Treatment Planning & Financial Arrangement with Templates for Dental Practices

Presenting treatment plans and financial arrangements to patients seems like a dauting task - especially if the patient requires lots of treatment.

In this video, I'd like to tell you about how I approach patients who may have larger treatment plans, and present finances - by breaking up their big treatment plan into phases.

This is simply my take on how I've approached treatment planning and financial presentation to the patient when their treatment involves multiple visits, and maybe, multiple specialists.

I’ve also included downloadable templates that I use on a daily basis in my practice that you’ll find very useful to reference and edit as needed for any patients.

DOWNLOAD THE FREE TEMPLATES:
[ Ссылка ]

WHO AM I:

I'm Nilay, a Dentist and a software developer living in NY. I work part time in my dental practice, which I started from scratch in 2013. I've been writing inconsistently ([ Ссылка ]) of my journey in my startup practice since 2015. I've recently taken interest in creating videos because I love talking about all things dental business related.

In 2021, along with my brother (who's also a software developer), we launched our very own SaaS (Software as a Service)- Teamio!

Teamio makes it easy for Open Dental practices to manage the day to day tasks for teams([ Ссылка ]).

Website: [ Ссылка ]

0:00 Introduction
2:44 Treatment planning for Fee for service patient
4:34 Treatment planning for an insurance patient with maxed out benefits
6:28 Treatment planning for a patient with self-bought insurance with fixed copays
7:34 How to use Templates and stay organized with free services available online for storage and quick access

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